Largest Portfolios by Value

Filing on Nov 14, 2025 Q3 2025

Northeast Planning Associates, Inc. / Nh /

  • SLV
  • UITB
  • USTB
  • JPST
  • GDX
  • DBEF
  • BUFR
Northeast Planning Associates, Inc. / Nh /'s Q3 2025 Portfolio
Portfolio Value 118 Billion
Stocks 51
Filing on Nov 12, 2025 Q3 2025

Integrated Financial Solutions, Inc.

  • NVDA
  • AAPL
  • AVGO
  • AMD
  • GOOGL
  • ASML
  • MSFT
Integrated Financial Solutions, Inc.'s Q3 2025 Portfolio
Portfolio Value 118 Billion
Stocks 24
Filing on Nov 03, 2025 Q3 2025

Smith Asset Management Co., LLC

  • JPC
  • BRK-B
  • ARCC
  • AWF
  • CSQ
  • DNP
  • RFI
Smith Asset Management Co., LLC's Q3 2025 Portfolio
Portfolio Value 117 Billion
Stocks 67
Filing on Jan 14, 2026 Q4 2025

Meadow Brook Investment Advisors LLC

  • AAPL
  • VEU
  • JPM
  • FDN
  • MSFT
  • NVDA
  • SCHX
Meadow Brook Investment Advisors LLC's Q4 2025 Portfolio
Portfolio Value 117 Billion
Stocks 194
Filing on Nov 13, 2025 Q3 2025

Viola Ventures V.C. Management 4 Ltd.

  • PGY
Viola Ventures V.C. Management 4 Ltd.'s Q3 2025 Portfolio
Portfolio Value 117 Billion
Stocks 4
Filing on Nov 06, 2025 Q3 2025

Vision Financial Markets LLC

  • QQQ
  • SPY
  • AZO
  • AAPL
  • UNH
  • TBIL
  • JPM
Vision Financial Markets LLC's Q3 2025 Portfolio
Portfolio Value 117 Billion
Stocks 429
Filing on Jan 06, 2026 Q4 2025

Asset Value Investors LTD

  • NWSA
  • NNI
Asset Value Investors LTD's Q4 2025 Portfolio
Portfolio Value 117 Billion
Stocks 3
Filing on Nov 12, 2025 Q3 2025

Telligent Fund, LP

  • NVDA
  • AVGO
  • MSFT
  • META
  • LLY
  • ORCL
  • APH
Telligent Fund, LP's Q3 2025 Portfolio
Portfolio Value 117 Billion
Stocks 31
Filing on Nov 14, 2025 Q3 2025

Anchorage Capital Advisors, L.P.

  • GBTG
  • NEP
  • AMBP
Anchorage Capital Advisors, L.P.'s Q3 2025 Portfolio
Portfolio Value 117 Billion
Stocks 5
Filing on Oct 23, 2025 Q3 2025

Abbington Investment Group

  • CTA
  • GDXJ
  • CCJ
  • FNDC
  • FNDE
  • PSLV
  • KMLM
Abbington Investment Group's Q3 2025 Portfolio
Portfolio Value 117 Billion
Stocks 48
Filing on Nov 17, 2025 Q3 2025

Hershey Financial Advisers, LLC

  • BIL
  • BILS
  • ICVT
  • ANGL
  • JPST
  • SHV
  • SPIB
Hershey Financial Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 117 Billion
Stocks 80
Filing on Oct 28, 2025 Q3 2025

Baer Investment Advisory LLC

  • NVDA
  • TSM
  • APH
  • AMZN
  • EME
  • INTU
  • MSFT
Baer Investment Advisory LLC's Q3 2025 Portfolio
Portfolio Value 117 Billion
Stocks 41
Filing on Oct 29, 2025 Q3 2025

Blvd Private Wealth, LLC

  • TT
  • IR
  • SCHR
  • AVUS
  • AVDE
  • SMH
  • QQQ
Blvd Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 117 Billion
Stocks 76
Filing on Nov 14, 2025 Q3 2025

Midwestern Financial, LLC /Ia

  • SPY
  • FLV
  • AGG
  • ACWX
  • VTV
  • AVDE
  • AVEM
Midwestern Financial, LLC /Ia's Q3 2025 Portfolio
Portfolio Value 116 Billion
Stocks 54
Filing on Dec 08, 2025 Q3 2025

Mrp Capital Investments, LLC

  • IVV
  • IJR
  • GOOG
  • MSFT
  • FTNT
  • META
  • GLD
Mrp Capital Investments, LLC's Q3 2025 Portfolio
Portfolio Value 116 Billion
Stocks 206
Filing on Jan 15, 2026 Q4 2025

Lord & Richards Wealth Management, LLC

  • SPLG
  • ACIO
  • BKAG
  • DRSK
  • VEA
  • ADME
  • RSP
Lord & Richards Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 116 Billion
Stocks 288
Filing on Oct 30, 2025 Q3 2025

Investment Management Corp /Va/ /Adv

  • LOW
  • PPA
  • NOCT
  • IVV
  • GLD
  • XLU
  • VYM
Investment Management Corp /Va/ /Adv's Q3 2025 Portfolio
Portfolio Value 116 Billion
Stocks 49
Filing on Nov 13, 2025 Q3 2025

Empower Harvest Management Services, Inc.

  • YMM
Empower Harvest Management Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 116 Billion
Stocks 1